The Services Industry Responds to Today’s Opportunities

Services companies face challenges like these that morph into opportunities:

  • Maintaining great relationships while, bidding and closing on new projects
  • Growing customer demands for expanding service offerings
  • Ensuring repeat business and referrals by delivering on time and on budget
  • Offering competitive pricing while maintaining a good margin

Only an integrated information system can provide the powerful 360-degree view of your customer’s activities, requests, and projects that you need to tackle the issues of customer relations and productivity simultaneously – to stay ahead of the competition.

Key Features

  • Up-to-date and accurate information in a single system
  • Work from anywhere using choice of device
  • Workflow
  • Document management
  • Self-service business intelligence
  • Service management
  • Intuitive interface and web-browser accessibility
  • Integrated document management
  • Integrated Financial Application
  • Case Management
Modern systems are enabled through cloud technology

Modern systems provide automation and integration to improve productivity:

  • Tools that track all tasks, activities, and expenditures for every project or job.
  • Consistent and up-to-date data.
  • Automated activities like invoicing, receivables tracking, customer communications.
  • A full 360-degree view of customers and projects for complete visibility and control.
  • Critical insight into financial, resource utilization, and project management data.v
  • Portals for customers, subcontractors and suppliers to collaborate.

Customers will appreciate and reward your ability to uncover problems early, prevent delays, and keep costs in line while providing a more responsive service experience.

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Which type of Service Business are you?

Do one or more of these statements describe your business?

  • Professional Services with complex projects.
  • Business Services with complicated billing.
  • Support Services with call centers.
  • Repair Services with fleets.

For simple and straightforward service work, Acumatica provides a simple order entry and billing process using unique order types. Set up and modify the workflow to immediately integrate with the accounts receivable, general ledger, and financial reporting.

For project-based services firms, including engineering or legal, the Project Accounting application manages budgeting, time sheets, billing, profitability, and reporting for projects.

For business services of a customer support nature, the Service and Support Automation functionality in Acumatica effectively handles service-based activities, including case management and contract management.

For repair and maintenance services firms handling warranty and/or billable parts requiring stocking inventory, Acumatica supports the requisitioning, purchasing, warehousing as well as invoicing with recurring and differed billing.

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What you get with Acumatica
  • Flexibility, functionality and modern technology.
  • Services industry-specific functionality that powers your productivity.
  • A seamless integration between applications, including CRM and ERP.
  • Resource utilization reports that provide real-time views into productivity.
  • Employee attributes to track skills, capabilities, and other attributes.
  • Document management for logging and updating certifications and forms.
  • Integrated payroll data and project billings to track employee efficiency and profitability.
  • Real-time data, advanced reporting and business intelligence for fact-based decision making.
  • Real-time feedback regarding project expenses to identify issues and unfavorable trends before they cause overruns.

Reduce your total cost of ownership by consolidating all critical business processes in a single integrated solution.

Get a free consultation to help accelerate your business

See Acumatica’s integrated solution in action, request a demo now

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